Tanisha Branch Email & Phone Number

Lead the seamless onboarding and assimilation of new financial advisors and firms into ATPW. Partnering closely with the Business Development team to tailor and manage transition process.

Lake Mary, Florida, United States

• Currently, I direct elite client service teams responsible for providing the highest level of quality support to high net-worth clients with more than $1B in AUM.
• I assist with completing transactions and resolving operational issues on a daily basis as well as settling complex or non-routine issues or inquiries.
• My responsibilities also included cultivating relationships with key stakeholders, vendors, regulators, and community leaders to promote collaboration, watching over implementations to ensure projects are proceeding as.

Lake Mary, Florida, United States

• I held authority for maintaining all aspects of the client relationships, with a focus on growing their businesses, introducing new products and services, and being available to answer all questions and resolve.
• My role also included overseeing customer conversions as well as integrations with clients’ existing technologies; offered training to maximize product usage.
• Finally, I led cross-functional teams throughout major projects to ensure focus remaining on increasing client efficiency and satisfaction.

Lake Mary, Florida, United States

• In this job, there was an extensive focus on customer service and satisfaction, developing relationships by providing consistent and thorough attention, responding to general inquiries, ensuring resolution of escalated.
• Our customers needed attention in areas such as account opening procedures, account transfers, operational issues, and tax reporting.
• I also served as the departmental trainer for new correspondents and team members for all aspects of their new role.

• This role consisted of assisting financial advisors and financial institutions with answering/resolving operational questions pertaining to retirement plans, money fund activity, specific transaction details, and.
• I served as a first-line contact for high net-worth callers, dealing with opening new accounts, researching account activity, and detailing require paperwork.
• I ensured that all clients had situation-specific training on new systems implementation, products, and services; personally developing training if needed.

Supported financial advisors within two broker/dealers regarding trade activity, Compliance regulations, Registration and Operations procedures, system navigation and general inquiriesInvestigated and resolved issues regarding client accounts and representative complaintsSupplied information to the representatives to ensure compliance with AIG, FINRA and.

Facilitated resolution through effective research proceduresSupported colleagues in the Operations departments in the execution of special projects pertaining to transfers, retrievals and adjustmentsMonitored progress of ongoing issues to ensure accuracy and identify recurring problems to prevent future processesCommunicated effective service processing.